Lido Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.69M | Sell |
93,041
-10,849
| -10% | -$546K | 0.01% | 514 |
|
|
2026
Q1 | $5.25M | Buy |
103,890
+760
| +0.7% | +$38.5K | 0.02% | 446 |
|
|
2025
Q4 | $5.24M | Sell |
103,130
-30
| -0% | -$1.52K | 0.02% | 452 |
|
|
2025
Q3 | $5.24M | Buy |
103,160
+4,397
| +4% | +$222K | 0.02% | 435 |
|
|
2025
Q2 | $5M | Sell |
98,763
-175,165
| -64% | -$8.79M | 0.02% | 373 |
|
|
2025
Q1 | $13.8M | Sell |
273,928
-3,345
| -1% | -$167K | 0.06% | 195 |
|
|
2024
Q4 | $13.8M | Sell |
277,273
-12,085
| -4% | -$603K | 0.06% | 176 |
|
|
2024
Q3 | $14.6M | Buy |
289,358
+83,615
| +41% | +$4.17M | 0.07% | 148 |
|
|
2024
Q2 | $10.1M | Buy |
205,743
+93,011
| +83% | +$4.56M | 0.06% | 175 |
|
|
2024
Q1 | $5.55M | Buy |
112,732
+40,016
| +55% | +$1.97M | 0.03% | 265 |
|
|
2023
Q4 | $3.58M | Sell |
72,716
-1,370
| -2% | -$66.2K | 0.02% | 302 |
|
|
2023
Q3 | $3.56M | Buy |
74,086
+173
| +0.2% | +$8.32K | 0.03% | 291 |
|
|
2023
Q2 | $3.56M | Buy |
73,913
+18,330
| +33% | +$886K | 0.03% | 270 |
|
|
2023
Q1 | $2.69M | Buy |
55,583
+36,520
| +192% | +$1.76M | 0.03% | 288 |
|
|
2022
Q4 | $912K | Buy |
+19,063
| New | +$908K | 0.01% | 429 |
|
|
2022
Q2 | – | Sell |
-11,909
| Closed | -$587K | – | 1055 |
|
|
2022
Q1 | $587K | Buy |
+11,909
| New | +$597K | 0.01% | 550 |
|
|
2021
Q4 | – | Sell |
-8,248
| Closed | -$426K | – | 1040 |
|
|
2021
Q3 | $426K | Sell |
8,248
-620
| -7% | -$32.1K | 0.01% | 646 |
|
|
2021
Q2 | $460K | Sell |
8,868
-144
| -2% | -$7.47K | 0.01% | 570 |
|
|
2021
Q1 | $467K | Sell |
9,012
-576
| -6% | -$29.9K | 0.01% | 520 |
|
|
2020
Q4 | $500K | Sell |
9,588
-3,241
| -25% | -$169K | 0.01% | 476 |
|
|
2020
Q3 | $669K | Sell |
12,829
-1,572
| -11% | -$82K | 0.02% | 329 |
|
|
2020
Q2 | $751K | Buy |
14,401
+463
| +3% | +$23.8K | 0.02% | 282 |
|
|
2020
Q1 | $699K | Sell |
13,938
-10,619
| -43% | -$538K | 0.03% | 275 |
|
|
2019
Q4 | $1.25M | Sell |
24,557
-10,783
| -31% | -$551K | 0.05% | 230 |
|
|
2019
Q3 | $1.81M | Sell |
35,340
-9,273
| -21% | -$473K | 0.09% | 133 |
|
|
2019
Q2 | $2.27M | Sell |
44,613
-75,683
| -63% | -$3.82M | 0.13% | 98 |
|
|
2019
Q1 | $6.07M | Sell |
120,296
-8,078
| -6% | -$404K | 0.39% | 43 |
|
|
2018
Q4 | $6.36M | Buy |
128,374
+50,979
| +66% | +$2.52M | 0.63% | 27 |
|
|
2018
Q3 | $3.84M | Sell |
77,395
-1,425
| -2% | -$70.7K | 0.37% | 40 |
|
|
2018
Q2 | $3.91M | Buy |
78,820
+61,892
| +366% | +$3.07M | 0.45% | 36 |
|
|
2018
Q1 | $841K | Buy |
16,928
+7,217
| +74% | +$360K | 0.12% | 118 |
|
|
2017
Q4 | $488K | Buy |
+9,711
| New | +$489K | 0.07% | 154 |
|
Other funds holding SLQD
Lido Advisors's SLQD Position: Q2 2026 in Review
Lido Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 10% in Q2 2026, selling an estimated $546K and leaving 93,041 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #514.
Lido Advisors first reported a position in SLQD in Q4 2017 and has held it in 32 quarters since. The position peaked at $14.6M in Q3 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.
- Lido Advisors held 93,041 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.69M as of Q2 2026.
- Lido Advisors sold 10,849 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $546K.
- iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #514 holding.
- Lido Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 32 quarters since.
- Lido Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $14.6M in Q3 2024.
- 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.